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- | < | + | ===== Reports ===== |
- | in the process of updating the documentation for | + | |
- | <a href=" | + | |
- | may be outdated in the meantime. Thanks for your understanding.</ | + | |
- | + | ||
- | + | ||
- | **Note**: Zotero 5.0 opens reports in a window without address bar or right-click menu, which means that several features on this page cannot currently be used. | + | |
- | + | ||
- | ====== Reports | + | |
Reports are simple HTML pages that give an overview of the item metadata, notes, and attachments of the selected items. You can print them, post them to the web, and email them. | Reports are simple HTML pages that give an overview of the item metadata, notes, and attachments of the selected items. You can print them, post them to the web, and email them. | ||
- | {{http:// | + | {{: |
- | =====Generating Reports===== | + | ==== Generating Reports ==== |
- | To create a report, right-click (ctrl-click on macOS) an item or a selection of items in the center | + | To create a report, right-click (ctrl-click on macOS) an item or a selection of items in the center |
{{http:// | {{http:// | ||
+ | ==== Sharing and Printing Reports ==== | ||
- | ==== Sort Order ==== | + | Reports can be saved by selecting "File -> Save…" |
- | By default reports sort items alphabetically by title in ascending order. You can change the sort order by appending "?sort=" to the report's URL, followed by the item field(s) you would like to sort by. Use a comma to separate | + | ==== Working with and Searching Reports ==== |
+ | To copy text from a report, | ||
- | < | + | ==== Customizing Reports ==== |
- | You can sort by the following | + | It's not currently possible to customize which fields are included in Reports within Zotero itself. |
- | |?sort=title|?sort=firstCreator | | + | ==== Uses For Reports |
- | |?sort=date| ?sort=accessed | | + | |
- | |?sort=dateAdded | + | |
- | |?sort=publicationTitle | ?sort=publisher | | + | |
- | |? | + | |
- | |?sort=type |? | + | |
- | |? | + | |
- | |? | + | |
- | |?sort=ISBN |? | + | |
- | |? | + | |
- | |? | + | |
- | When a report is generated from a collection rather than from items selected in the center column, Zotero | + | === Reviewing Abstracts === |
+ | If you need to review | ||
- | =====Sharing Reports===== | + | === Teaching |
- | Reports can be saved by selecting "File --> Save..." | + | Reports can also be used in teaching to track and assess students during |
- | =====Uses For Reports===== | + | === Organizing Notes into Outlines |
- | ====Searching Notes==== | + | While Zotero has not been designed to be an outlining tool, you can create outlines from notes. By default, reports list child notes together with their parent items. To include child notes in your outline and separate them from their parent items, change the " |
- | //This functionality is not currently available.// | + | Then, to build your outline, add an outline number at the beginning |
- | + | ||
- | While you can search through the text content of notes using Zotero' | + | |
- | + | ||
- | Simply generate a report of the items you want to search. Select Edit --> " | + | |
- | + | ||
- | ====Organizing Notes into Outlines==== | + | |
- | + | ||
- | While Zotero has not been designed to be an outlining tool, you can create outlines from notes. By default, reports list child notes together with their parent items. To include child notes in your outline | + | |
- | Then, to build your outline, add an outline | + | If you are working with a large number of notes and you do not want to manually select each one, Tags and Advanced Searches can make life easier. First, tag each note with a description, such as " |
- | *Note*: Because 10.0 will sort before 6.0, make sure to insert the appropriate number of zeroes (e.g., 06.0) if your outline consists of 10 or more sections. | + | ==== Disabled Features ==== |
+ | Zotero 5.0 opens reports in a window without an address bar or a right-click menu. As a result, several features that were previously available in Zotero for Firefox are [[reports/ | ||
- | If you are working with a large number of notes and you do not want to manually select each one, tags and advanced searches can make life easier. First tag each note with a description, | + | * Sorting |
- | ====Teaching==== | + | * Searching (but see the workaround |
+ | * Copying from right-click | ||
- | Reports can also be used in teaching to track and assess students during the process of collecting information and writing. Reports show when items were collected, how students associate their items with notes and tags, and how students are relating their research items, and can be a useful tool to peer into and encourage the composition process. |